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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,148 | $127,387-1.8% | $115,038+8.8% | $125,389-0.2% |
| Participation rate | 25.0% | 84.2%-59.2pp | 81.4%-56.4pp | 83.2%-58.2pp |
| Annual return | -5.31% | 31.28%-36.6pp | 26.14%-31.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $10,430 | $5,166+101.9% | $4,608+126.4% | $4,866+114.3% |
| Participant deferral / active EE | $5,122 | $6,423-20.3% | $6,026-15.0% | $5,352-4.3% |
| Admin fee / account holder | $1,541 | $9,516-83.8% | $8,175-81.2% | $9,541-83.9% |